Pembroke Management has provided investment management services for investors in Canada, the US, and Europe since 1968. Pembroke Private Wealth Management, a wholly-owned subsidiary, was established in 1988 to serve the investment needs of individuals, high-net-worth families, and family offices.
Our investment and business philosophy have been consistent over time and are rooted in the concepts of growth, ownership, and aligned interests. We believe owners act in the long-term interests of their stakeholders. Pembroke is 100% privately owned by the partners who manage its investment portfolios, operations, and client services. Our employees and their families are the largest non-institutional owners of the firm’s mutual and pooled funds with over C$100 million invested.
Pembroke specializes in managing portfolios of small- to medium-sized Canadian and US public companies that hold the promise of sustainable high growth rates. There are many important elements to consider when identifying wealth-creating growth opportunities. We focus on the strength and alignment of companies’ management teams, as well as their competitive strengths, market opportunities, and balance sheet flexibility. Pembroke invests in companies for the long term and builds portfolios that are diversified across industry sectors.
In addition to our Canadian and US small- to mid-cap growth portfolios, Pembroke offers additional solutions including international equity and fixed income strategies so that our clients can build well-balanced portfolios tailored to their specific needs.